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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,617 | $53,596+7.5% | $90,657-36.4% | $64,173-10.2% |
| Participation rate | 29.8% | 64.5%-34.7pp | 74.0%-44.2pp | 69.6%-39.8pp |
| Annual return | -7.98% | 4.41%-12.4pp | 1.89%-9.9pp | 7.63%-15.6pp |
| Employer contribution / active EE | $690 | $1,503-54.1% | $2,532-72.8% | $2,381-71.0% |
| Participant deferral / active EE | $953 | $2,459-61.2% | $3,424-72.2% | $3,470-72.5% |
| Admin fee / account holder | $3,217 | $3,868-16.8% | $4,994-35.6% | $4,887-34.2% |